SPEAK TO AN ADVISER
We have a Canadian team, offices across Europe and clients globally. Our team is ready to advise and support your needs wherever you are.
Our team in Canada are conveniently located. Arrange a call back or local meeting to discuss how we can support all your financial needs.
Meet the Team
Canadian Advisers:
Financial advisers with a strong background in expatriate financial advice.
Depending on your requirements we can advise in Canada on:
- Private Client Investments;
- Pensions and Retirement Planning;
- SIPPS v QROPS;
- Expat Tax Planning;
- Expatriate Mortgages;
- Education Fees Planning;
- Health, Income and Illness Protection Arrangements;
- Corporate Services;
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The Canadian adviser team
As a Canadian expat, there are a myriad of regulations, tax changes and investment processes to become familiar with. Here at Chase Buchanan, we take the guesswork out of managing your portfolio, delivering international expat advice to protect and optimise your assets.
With our global network of offices, we blend personal relationships with professional advice.
Our ethos is transparency, authenticity and expertise. Every client benefits from a comprehensive service, delivering tailored support across the spectrums of investment, taxation and wealth management
Get in touch with our local team today, and see how our financial advisory team can transform your portfolio. We give you the freedom to make the most of your expat lifestyle, with our team by your side every step of the way.
Private Wealth Managers - Canada
Vanessa Tye
Regional Manager / Private Wealth Manager
Siobhan Sinclair
Private Wealth Manager
Hear From The Team
Why should expats in Canada seek financial advice?
Every asset portfolio is unique, and your requirements from your investments will vary over time. At every stage of life, and with every set of criteria, we provide strategic analysis and personal recommendations.
As a privately owned advisory firm we are able to identify the most beneficial products from a world of options. Each product we recommend is carefully selected by one of our professional team members, and chosen for you, to meet your criteria and to suit your circumstances.
We are proud to be home to an outstanding team of wealth management experts. Every one of our advisers brings respected professional accreditations and experience to the table.
Working together with our tax advisory specialists we combine the best in the world of financial expertise.
Whether you need a specific set of advice, require a solution to optimise your income streams, or are looking for support in planning to meet your future financial needs, we are here to help.
Transparency is at the heart of what we do, and we never recommend a product without fully vetting it ourselves. Decisions are yours to make, and when we make a recommendation, we do so backed with a full proposal laying out all the fees, costs and risks associated with doing so.
No work is ever carried out without your prior approval of the related fees to ensure you have full control of your wealth at every turn.
We have offices around Europe, clients globally and a team that can support your needs wherever you are.
Canada Office
TD Canada Trust Tower
27th Floor, 161 Bay Street
Toronto
Ontario
M5J 2S1
Canada
T: +1 647 849 3184
EMAILBook Adviser Call
Download Guides for UK Expats
View our range of complimentary download guides, created to support your UK expat lifestyle, wherever you live now or plan to in the future.
Expat Tax Guide - Italy
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This guide provides an overview of the Italian tax system, highlighting some of the most significant variances.
Expat Tax Guide - Belgium
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With a unique blend of geography, cultures, and an outstanding quality of living, Belgium remains one of the most appealing destinations for families, professionals, and retirees alike.
Expat Tax Guide - Cyprus
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Cyprus is a multi-faceted country, offering one of the finest climates in the Mediterranean as well as multiple employment opportunities, a safe and relaxed culture popular with families, and a peaceful way of life for retirees.
Expat Tax Guide - France
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France remains one of the most popular countries of choice, with UK nationals seeking to relocate or retire abroad.
Expat Tax Guide - Portugal
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Portugal offers many benefits to UK citizens looking for a new life experience, employment opportunities, warmer retirement climes or a new culture to enjoy.
Expat Tax Guide - Spain
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As more UK nationals look overseas for lucrative work opportunities and a relaxed retirement, Spain remains one of the most popular destinations. The scenery, climate, and pace of life are all compelling reasons to relocate.
Residency Guide - Cyprus
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Hundreds of thousands of British nationals enjoy life overseas, and it is essential to understand how your residency status will affect your tax liabilities over the long term.
Residency Guide - France
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From January 2021, the UK became an independent nation and is no longer part of the EU. British nationals living in France continue to cope with concerns amid much uncertainty about what the future will hold, with prospective expats unclear about what may have changed.
Residency Guide - Portugal
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While the UK has not been part of the EU since early 2021, many expats still feel a great deal of uncertainty about whether the prospect of relocating abroad remains viable and how their residency or tax position may change in the future.
Residency Guide - Spain
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For the millions of UK nationals living, working and studying in Spain, the UK’s departure from the EU in early 2021 gave rise to uncertainty and concern about how their position may change in terms of residency, taxation, and the right to relocate.
Irish Pension Transfers
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Retirement income and pensions are often among the most valuable assets we hold, they can dictate our future lifestyle, our comfort and our enjoyment throughout our retirement years.
International Pension Transfers
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Planning for retirement overseas can be such an exciting time with the opportunities to relax and travel the world, but for many people planning to spend their retirement abroad, understanding the rules and complexities of international pension transfers can be challenging.
Guide to Retiring in the EU
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With around half a million UK nationals retiring in the EU in the post-Brexit world, understanding the security of future pension income, taxation rates, and possibilities for cross border transfers is a crucial requirement.
Expats Guide to Brexit (Q4 2020)
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We have created our FREE downloadable guide – Expats Guide to Brexit – which explains what leaving the EU/EEA means for UK nationals in Europe along with all the essential information you need to know.
Education Fee Planning
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If you are considering different education options for yourself or your children, download our Guide to Private Education Planning to find out how you can manage your finances to ensure you get the education you want.
Health, Income & Life Protection
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While you accumulate your wealth, it's essential to ensure you properly protect it. Your health and life is vital to your earnings potential and the future of your family.
Investment Scams Guide
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In a world where financial fraud and investment scams are rife, every investor needs to understand the potential signs something is not as it should be.
Offshore Investment
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There are many financial benefits to being an expat and a whole host of offshore wealth management solutions that can help secure your financial well-being. Our guide below helps explore different options you could take in offshore investment.
Retirement Planning
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If you're thinking about your retirement plan, it's likely that you are considering whether a pension is the right thing to invest in.
SIPPs v QROPS
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SIPPs are personal pension wrappers that offer investors more freedom of choice than traditional personal pensions.
UK Lifetime Allowance Guide - 2023 Reforms
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Although the 2023 announcements around removing the LTA have been well-publicised, numerous other factors may still be unclear and advice is best sought. Download the latest LTA advice on how the 2023 Lifetime Allowance amendments may affect your retirement plan.
Expat Tax Guide - Malta
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Whether you’re planning your retirement on the beautiful Maltese islands, looking to purchase a property, invest, or relocate permanently to the Mediterranean coastline, protecting your wealth is important.
